Find a CEA

In February 2023, Darlene Tremblett became the Legal Administrative Advisor at NLCU, the largest credit union in Newfoundland and Labrador providing banking, wealth management, and insurance services to individuals and businesses. In this role, Darlene is responsible for the administration of wills, estates, small claims’ files, and commercial credit communications, providing expert advice and support to branch and commercial credit teams. An Honours graduate in Paralegal Studies at Academy Canada, she has a broad understanding of governing legislation and regulatory requirements related to wills, estates, and loans, and in-depth knowledge of NLCU policies and procedures. In addition, Darlene has undergone training in Anti-Corruption Law, Legal Compliance, Controls Frameworks, Cybersecurity Awareness, Emergency Response Preparedness, Data Analytics, Management and Protection of Information, Records Management Guidelines, Release of Information, and Version Control. She completed LEAN and Quality Standards training for Manufacturing/Service Industry and a certificate in OHS Committee Training.

Gina Trinidad has worked in healthcare for twenty-five years from the front-lines to executive leadership, overseeing large-scale multi-million-dollar operations. A Masters prepared Registered Nurse by profession, Gina has deep experience in the health care system and the continuum of care, particularly with accessing appropriate housing options for seniors and those with disabilities. Her services include health system navigation, counselling, advocacy, and client care management. She also holds a Legal Nurse Consultant Certificate, Graduate Certificate in Health Systems Leadership from the Royal Roads University and has successfully completed the Certified Executor Advisor certification. Gina has expertise in the following health care specialties: health system navigation, community health services, long term care, case management, primary care, mental health, public health, seniors and housing, disabilities, and correctional nursing services.

With a profound passion for real estate and a dedication to delivering solutions that meet clients' needs, I bring an entrepreneurial spirit to the GTA and Muskoka real estate markets. My approach combines financial acumen with personalized strategies, all designed to empower your property journey, a commitment that resonates with my guiding principle: 'Empowering Your Real Estate Instincts with Insightful Expertise.'

My background in entrepreneurship infuses each interaction with creativity and strategic thinking, while nearly a decade of experience in finance and CFA Level II candidate offers a deep understanding of market dynamics backed by solid economic analysis.

I tailor my services to the unique needs of each client, whether they are navigating residential or commercial property transactions. This personalized approach is supported by an extensive professional network, including buyers, sellers, and a wide range of professionals such as movers, lawyers, and mortgage brokers, ensuring a comprehensive and seamless experience. Leveraging the latest technology, I provide clear, actionable insights, enabling informed real estate choices and a commitment to excellence that guarantees a reliable, trustworthy, and efficient journey for all clients in buying, selling, or leasing residential or commercial properties.

I am an Associate Financial Advisor at Assante Financial Management. Our team excels in providing holistic financial planning services including wealth management, insurance and risk management, investment planning, retirement planning, tax planning, and estate planning. I am truly passionate about my work and find great joy in helping individuals achieve their personal and financial goals.

Jag is a CRA
(Canadian Residential Appraiser) and an AIC (Appraisal Institute of Canada)
Member since 2005. He is the founder and CEO of Highland Appraisals Inc., a
real estate appraisal firm serving Fraser Valley and the Lower Mainland.
Highland Appraisals provides services to major financial institutions and
credit unions in Canada including the big five banks, Credit Unions, and Law
Firms. Having experience in appraising multitude of properties over the course
of his career, Jag has seen a variety of different circumstances with differing
markets conditions. Jag decided to further his knowledge by acquiring CEA
designation to better service his clients while expanding his horizon in the
industry. 

As an Edward Jones financial advisor, I am dedicated to helping individuals and families who are committed to achieving their financial goals. My focus is on building strong partnerships to create a path toward success. To do this, I aim to truly understand how you view money, what you want it to accomplish, any concerns you may have, and the goals you’re striving to reach. We’ll also assess your comfort with risk and the timeline for your objectives before putting your money to work for you.

The majority of my clients come to me through referrals, and I value the trust my clients place in me by introducing important relationships. Sometimes, I may not be the right advisor for a referral, and I believe in being upfront about that. If I can’t add value, I will let you know and help guide you in the right direction.

I strongly believe in the importance of an emergency fund, a commitment to saving for your future self, eliminating debt, and using tools like wills and insurance to protect you and your loved ones. I require my clients to engage in regular reviews to ensure we stay aligned with their goals or make adjustments if circumstances change.

At times, I encounter clients who may not be ready to put in the work necessary to achieve their goals. In those cases, they might be better served by other institutions, and that’s perfectly okay. My priority is always to do what’s best for each client, even when that means having a difficult but honest conversation.

While I don’t set New Year’s resolutions, I do choose a word of the year to guide me. For 2025, my word is *aspire*. I am committed to helping my clients—and myself—aspire to all that is possible.

A little about me: I live locally with my husband, Mac, and we have three adult children. Following the same financial advice I offer my clients is a priority for me. I am dedicated to giving back to our community and contributing a percentage of my income to charities each month.

As a limited partner with Edward Jones, I take pride in being part of a company that puts clients first. My vested interest in your success directly reflects the values of Edward Jones, and I’m proud to be part of a culture that prioritizes client relationships.

If you’re ready to take steps toward your financial goals, I invite you to reach out. Let’s partner to create a plan and start this journey together.

I am licensed in Alberta, British Columbia and Ontario.

I’m proud to serve the communities of Perth, Carleton Place, and the Ottawa area, helping individuals and families build clarity, confidence, and peace of mind in their financial lives. With over 13 years of experience in the financial industry, my career has taken me through a variety of roles, each one deepening my understanding of how to guide clients through life’s many stages. My journey began long before that—having moved to Canada from Ukraine over 25 years ago, I understand firsthand the importance of building a secure future and making thoughtful, informed decisions along the way.

I take the time to understand each client’s unique goals, priorities, and comfort with risk. Whether you’re preparing for retirement, managing complex investments, or navigating estate planning, I believe financial advice should be personal, practical, and built to support you through both the celebrations and the challenges. My clients know they can rely on me—not just for strategies and solutions, but for consistent support when they need it most.

Beyond my work, my husband John and I live on a small hobby farm in Lanark, where we share our days with an alpaca herd, Maremma sheepdogs, goats, and other animals. We love spending time with our adult children, travelling, and enjoying all that our beautiful community has to offer. Life on the farm has taught me patience, perspective, and the value of long-term care—qualities that naturally shape how I work with my clients.

Every day, I go home knowing I’ve made a meaningful difference in someone’s life. For me, that’s the greatest reward of all.